工业富联在2026年8月25日举行的半年度业绩线上说明会上，披露了新一代英伟达Rubin平台AI机柜的出货规划 1。该新一代产品将于第三季度推进量产前准备作业，并在第四季度启动出货，后续出货规模逐季攀升，2027年将成为主力产品 1。目前，英伟达GB300平台服务器机柜仍是工业富联的交货主力，GB300与VR200平台双轨并行的生态已成熟 1。此外，英伟达GB平台需求稳定，GB系列机柜产品需求至少延续至2027年 1。
在供应链方面，工业富联的CPO光电路交换机样品已于上半年交货，预期2027年CPO相关实际需求有机会较今年明显增加 1。不过，内存、晶圆等核心元件仍存在一定程度的供应紧张状况 1。另外，鸿海集团整合自制率超过五成 1。
Foxconn Industrial Internet (FII) disclosed its shipping plans for the next-generation Nvidia Rubin platform AI racks during an online half-year results briefing in Taipei on August 25, 2026 1. The company announced that pre-mass production preparations for the new Rubin AI racks will advance in the third quarter, with shipments officially kicking off in the fourth quarter and scaling up sequentially thereafter 1. These Rubin platform racks are projected to become FII's main product in 2027 1.
Currently, FII's primary deliveries remain focused on Nvidia GB300 platform server racks, while the dual-track ecosystem for both the GB300 and VR200 platforms has already matured 1. Demand for the Nvidia GB platform remains stable, with demand for GB series rack products expected to extend at least until 2027 1. Furthermore, samples of co-packaged optics (CPO) optoelectronic circuit switches were delivered in the first half of the year, and actual demand related to CPO has the potential to significantly increase in 2027 compared to this year 1. Meanwhile, core components such as memory and wafers still face a certain degree of tight supply 1. Additionally, the Foxconn Group has achieved an integration in-house production rate of over 50% 1.
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